Entrepreneurial CPA needed for growing Family Office

Join Our Growing Accounting Practice with an RIA Partner

Are you a Certified Public Accountant (CPA) with a passion for entrepreneurship and a drive to grow? We are a boutique accounting practice, part of a dynamic Family Office suite, and we’re seeking an ambitious and forward-thinking CPA to join us as a partner or key contributor.

About Us:

Our practice is small but mighty, offering tailored accounting and advisory services to high-net-worth individuals, families, and businesses. As part of a family office environment, we collaborate closely with our RIA (Registered Investment Advisor) partner, providing comprehensive financial solutions that go beyond traditional accounting.

What We’re Looking For:

We are seeking a CPA who is:

• Entrepreneurial: Eager to take ownership, build client relationships, and contribute to the growth of the practice.
• Ambitious: Motivated to grow both professionally and personally in a collaborative and supportive environment.
• Experienced: Proficient in tax preparation, accounting, and advisory services for individuals and businesses.
• Client-Focused: Committed to delivering exceptional service and personalized solutions.

What We Offer:

• A collaborative, team-oriented environment with an RIA partner for seamless financial integration.
• The opportunity to join or partner in growing a thriving accounting practice.
• Access to high-quality clients through the Family Office suite.
• A path to leadership and equity for the right candidate.

Join Us:

This is more than a job – it’s an opportunity to shape the future of an accounting practice with endless potential. If you’re ready to take your career to the next level and become part of a close-knit, high-performing team, we’d love to hear from you!

Contact us today to learn more:

Email: beata@unitedsuccessllc.com

Phone: 2012409816

Website: www.unitedsuccessllc.com